Integrated Wealth Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $727K | Sell |
39,180
-1,095
| -3% | -$20.3K | 0.24% | 105 |
|
|
2016
Q4 | $574K | Buy |
40,275
+4,500
| +13% | +$64.1K | 0.21% | 115 |
|
|
2016
Q3 | $487K | Buy |
35,775
+5,400
| +18% | +$73.5K | 0.17% | 125 |
|
|
2016
Q2 | $430K | Buy |
30,375
+1,500
| +5% | +$21.2K | 0.17% | 124 |
|
|
2016
Q1 | $442K | Buy |
28,875
+1,095
| +4% | +$16.8K | 0.19% | 110 |
|
|
2015
Q4 | $444K | Sell |
27,780
-1,995
| -7% | -$31.9K | 0.19% | 106 |
|
|
2015
Q3 | $493K | Sell |
29,775
-60
| -0.2% | -$993 | 0.22% | 94 |
|
|
2015
Q2 | $534K | Sell |
29,835
-900
| -3% | -$16.1K | 0.21% | 99 |
|
|
2015
Q1 | $386K | Buy |
+30,735
| New | +$386K | 0.16% | 115 |
|